Form headers for UI versions Release version: Xanadu Updated August 1, 2024 1 minute to readCore UI and UI15 each have a different form header that offers different navigation icons. Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses. Core UI form header The form header displays the title of the form (table) and provides several controls. The Core UI form header includes the following controls. Figure 1. Form header Core UI Table 1. Core UI form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu. Attachments Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags Displays the option to create custom tags and categorize documents. For more information, see Tags. Remaining controls Submit or Update Saves changes and returns to the previously viewed page. Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident. Delete Deletes the record from the list. Previous and Next Opens the previous and next record on the list from which the record was accessed.
Form headers for UI versions Release version: Xanadu Updated August 1, 2024 1 minute to readCore UI and UI15 each have a different form header that offers different navigation icons. Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses. Core UI form header The form header displays the title of the form (table) and provides several controls. The Core UI form header includes the following controls. Figure 1. Form header Core UI Table 1. Core UI form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu. Attachments Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags Displays the option to create custom tags and categorize documents. For more information, see Tags. Remaining controls Submit or Update Saves changes and returns to the previously viewed page. Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident. Delete Deletes the record from the list. Previous and Next Opens the previous and next record on the list from which the record was accessed.
Form headers for UI versions Release version: Xanadu Updated August 1, 2024 1 minute to readCore UI and UI15 each have a different form header that offers different navigation icons. Learn about form header navigation by selecting the form header topic that corresponds to the UI version your organization uses. Core UI form header The form header displays the title of the form (table) and provides several controls. The Core UI form header includes the following controls. Figure 1. Form header Core UI Table 1. Core UI form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu. Attachments Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags Displays the option to create custom tags and categorize documents. For more information, see Tags. Remaining controls Submit or Update Saves changes and returns to the previously viewed page. Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident. Delete Deletes the record from the list. Previous and Next Opens the previous and next record on the list from which the record was accessed.
Core UI form header The form header displays the title of the form (table) and provides several controls. The Core UI form header includes the following controls. Figure 1. Form header Core UI Table 1. Core UI form header controls Control Icon Description Back Navigates to the previously viewed page without saving changes. Form context menu Appears when a user clicks the menu icon beside the form title or right-clicks the form header. This menu is also called a right-click menu. Attachments Allows users to view and add attachments to the record. For more information, see Add and manage attachments. Show activity stream Moves focus to the journal entry section of the form. If the journal fields are not on the form, the activity stream opens in a fly-out window. Personalize form Opens the form personalization menu. For more information, see Personalize a form. More options Email Opens an email window. Template bar Opens a bar at the bottom of the form and lists available templates. Annotations Displays on-form annotations. For more information, see Administering form annotations. Tags Displays the option to create custom tags and categorize documents. For more information, see Tags. Remaining controls Submit or Update Saves changes and returns to the previously viewed page. Related actions Provides standard actions in the form header for some tables, such as Close Incident or Resolve Incident in incident. Delete Deletes the record from the list. Previous and Next Opens the previous and next record on the list from which the record was accessed.
